infographic: 7 keys to successful client meetings online
DESCRIPTION
There are specific, known and thoroughly researched methods for making sure a meeting works. Once you know and use these techniques, you can spot an amateur's meeting a mile away, and you'll cringe as you watch all the missed opportunities for meaningful conversation and clear results go whistling past.TRANSCRIPT
keys to successfulclient meetings online
DETAILED AGENDADistribute an agenda prior to meeting.Explain the meeting objective, topics to be covered, and assign a time limit to each topic.
Facilitator plus note-taker is one role too many for one person. Running the meeting is tough enough.
To keep online meetings in focus, summarize and confirm progress throughout the meeting.
Ensure easy access to meeting docu-ments in advance. Requirements:
Internet connection
Phone number
2
UNIVERSAL TOOLS
Use technology that is universal and easy to use. Requirements:
Internet connection
Phone number
1
ACCESSIBLE DOCUMENTS3
MULTIPLE NOTE-TAKERS4
PROGRESS CHECKS5
ACCOUNTABLE ASSIGNMENTS
6
FOLLOW-UP7
Each of the following has been shown to have a positive impact on perceived meeting effectiveness:
Using an agenda
Starting and ending on time
Having appropriate meeting facilities
Keeping minutes
Having a chairperson/leader
Meeting toolsthat require a
software downloadcan slow you down!
Software is often incompatiblewith network systems and you
look unprofessional when itdoesn’t work.
With a built-in document repository, if you’ve responded to the invite or you’re in the meeting, you’ve got the docs. Period. No excuses.
Sit-downmeetings are
34% longerthan stand-up
meetings,
with no decision-quality improvement according to a
Psychology Today study
Assign action items and make individuals accountable. Include in the meeting notes and provide a due date. In subsequent meetings, review open and closed action items.
Surveyrespondents wereleast successful in
1. keeping meeting discussions
focused and on track
2. starting and endingmeetings on time
Distribute notes immediately after meeting. Impress clients with your professionalism by permanently housing them with other meeting and project records in a central-ized, always-accessible “meeting home.”
TIP:Multiple
note-takers provide a more comprehensive
view of themeeting.
To learn more visit LucidMeetings.com,
or call 1-503-206-8110
In a survey reported in Industry Week, 2000managers claimed that
at least 30% of their time spent in
meetings was a waste of time
have standards forrunning meetings
Only 55%of large enterprises
and 36%of SMBs
are “very satisfied” with their current meeting tool
54%of large enterprises
40%of SMBs